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Test Team

Log results

Analyze & Categorize

Assign

Mitigation Team

Development
(Code or
Document)

Issue?

Off Shore

Enhancements
Business
Services
(Requirements )

ITS Audit

Web based Tool

Assign to
Appropriate teams

Review Results
Categories: Critical,
High, Medium, Low

Duplicates

Infrastructure

Country Testers

Submit for Re-testing

Fix Defect

DESIGN
PORTFOLIO

Schedule Fix

Prioritize Risk

Information | Presentation | Diagram
I am a user experience specialist, presentation
and diagram designer who approaches visual
thinking with insight and excitement!
I am passionate about giving meaning to
information & data and interpreting business
strategies in to engaging visual experiences by
creating visually effective and impactful
compositions thru understanding design, display,
and relationships of information patterns.
ABOUT
ME...

Process Design and
mapping
Project Management
Data Visualization
Large Scale Deployments
Information Visualization

Visual Thinking
DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

23
Framework - Standard, repeatable framework for the deployment and adoption of new products

Global Adoption 101
Impact Assessment

Methodology

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Toolkits - Standard approach to deliver implementation guidance to member firms.

24
DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

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DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

30
High Level

Setup

Build Site

Traffic team
assigns an
available PC

Sales/D2M
Contacts Client

PC Conducts ICC
call the client

Creates new site &
migrates graphics
and content

Approval
received?

Content team
updates content

Client

Website Launch

yes

Go Live

Content

Legend
PC

Traffic

Content

PM

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

2

31
1

ICC Call

Go to ICC No
Show

No
ICC Call

PC reaches out to
the client as per
schedule

Able to reach
Client?

Yes

Conducts 30
minute ICC creative call

PC to complete creative
brief as much possible
prior to the call

PC updates
creative brief
during ICC

PC updates status
in At-Task to
Design

PC sends creative
brief to the client

PC sends creative
brief to copy team

PC adds creative
brief and any other
assets to folder

PC creates new
client folder in
WebOps-C Drive

Client receives
email with login ID
and password for
Client Center

Copy team assigns
writer

PC Signs-up client
for Client Center

Legend
PC

Traffic

Content

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

PM

32
Usage Metrics

Operational Metrics

Change Management

Product Delivery

Product/Service portfolio

Implementation

Niche or vertical
Years in business
Size of client base

Business Model

Sales Volume
Client References

Channels of distribution
On-site support
24x7 support avail.

Patents

Support

Vendor

SLA's

Strategic partners
Technology partners

Partnerships

Marketing partners
Funding or VC
Education/University partnerships

Product
Assessment

Years product/ service has been on market
Specific Industry

Product Maturity
Disaster recovery approach
Backup and restore

Business Continuity
Planning (for online

Competition products
Industry reviews (Forrester, Gartner etc.)

services)

SLAs

Operational

Product or Service

Service Delivery

Fee Structure and
Licensing

Pricing basis (transaction, users, etc.)

Cost for premium support

Assessment
Methodology

Product Roadmap

Technical Feature
Evaluation

Collaborate

Evaluate

Document

Deliver

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

33
uPerfrom® Implementation Roadmap
Tab
Screen

Linking
Portals

Individual website
per instance/country/
region?

Bandwidth optimization is not built into
the uPerform application or the
content

Custom Transaction

Considerations

Website
per language?
eLearning content is not cached

Screen Sensitive
Help

User Provisioning

linking by SAP Transaction
code

uPerform doesn t have the ability to
cluster the DB or Search servers

Copy content

Administration
incremental content
copy?

Linking SAP
GUI

Content Copy

Configure for multiple
countries in one instance?

QA

republish after copy?

Technical
Design

Golden copy for
system

Staging
Production

Configure for multiple
countries in one
instance

Folder Structure
Translated Content?

Local Content?
multiple languages?

SMTP settings?

Utilize workflow and/or collaboration with a
N-Region implementation plan?

Architecture?

uPerform
Implementation

Website Context

3 uP instances one per each system
instance?

Workflow
setting?

Per instance
One big beefed up system to support all
system instances?

Per instance?

How many uPerform instances?

First time import
Authored content stored where?

Glossary

Author's access? (test
id or user name)

Translation? (occurs
where?)

Glossary Management

Certified installer

uPerform
Client

Client
Installer?

Client Installer delivery to authors
workstations

Methodology
Authoring

User ID

Operations

uPerform authoring is linked to an user ID and it won t
recognize the IE Sessions if we logged in the system
application with a different login ID

Content Management
User Management

VM

Desktop VMs for authoring

Publishing
Provision authoring VM or clients for all countries?
Authors should be able to publish
content by selecting a specific
output from a single template

uPerform Authoring do not work in Windows 2003/Windows
2008 Virtual Machines or Terminal Servers

ANCILE uPerform , ANCILE uBenchmark , ANCILE Info Pak , and ANCILE uLearn are trademarks of ANCILE Solutions

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

34
MacOS – PoC Overview

Prepare

PoC

Deliver PoC
communications

Identify PoC
Participants
(Criteria TBD)

Create
Documentation

Close Out

Deliver close-out
Communication
(with a survey feedback form)

Deliver Tools and
Technology

Participants agree to
terms and conditions

Users have
access
to Mac, GDv5
etc.
Deliver pre-PoC
communications

User submits
PoC feedback

Define support
process

Create PoC Feedback
Summary Report

User contacts Support in
Case of any issues

Conduct Training (if needed)
For IT and End Users

End July 2011
or

May 2011

Mid July 2011

Early Aug 2011

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

PoC
Complete

IT folks to attend
Monthly focus group
Con calls

Sept 2011
Oct 2011

35
AD

uPerform
Administrator

uPerform
Console

IBS Program

A
D

A
D

uPerform
Administr uPerform
Console
ator

uPerform
Administr uPerform
Console
ator

Instance
1
DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Instance
2
36
Global Master Data

Local Master Data

Local Master Data
People

Local People

Local People
Entity
GE-001

Local Entity

Engagement

Local Entity
GE#479

GE #123

Local Reporting

Local Transactional Data

Local Transactional Data
Global
Reporting

Local Reporting

Local Engagement

Local Engagement

Aggregated
Data

Global System
Member Firm 1
Local system based
on Global template

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Member Firm 2
Local system based
on Global template

37
Test Team

Log results

Analyze & Categorize

Assign

Mitigation Team

Development
(Code or
Document)

Issue?

Off Shore

Enhancements
Business
Services
(Requirements )

ITS Audit

Web based Tool

Assign to
Appropriate teams

Review Results
Categories: Critical,
High, Medium, Low

Duplicates

Infrastructure

Country Testers

Submit for Re-testing

Fix Defect

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Schedule Fix

Prioritize Risk

38
n
ptio
Ado
al
Glob
Training Needs
Assessment

Instructional
Design

Training Delivery
Training
Development

Training Services
Member Firm
Impact Analysis

Feedback for
Continuous
improvement

Technical
Writing

Execute adoption
programs in regions

Toolkit
Development

Regional Campaign
Planning

EMA
ASPAC

Deployment
Strategy

Change
Management

Member Firm
Roadmapping Service

AMR
Provide adoption
support

Regional Adoption

Adoption Services

Adoption Lead reaches
back into the teams to
leverage diverse skill sets
for the adoption project

Resources
Skills
Deliverables

Adoption Lead

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Project Team
39
Collect

1

User
Activates
Vector 2007
application

2
Vector 2007 writes
usage data to an XML
file

XML file

Vector 2007

3

Process

ADR agent parses XML data and
sends data to the
ADR server
(on connect to KPMG Network or
VPN)

XML file

.

4

ADR Server

Store

ADR –
Vector
Usage
Table

The XML data is processed by the
server and placed in the central
database.

Report

5

ITS Global produce
RAW data reports
(beginning July 2007)

ADR
Reports

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

ITS Audit
Deployment services
generate Vector
2007 Usage Metrics

40
Originator

Assignee
Task appears as bold
in assignee s My Tasks
and does not appear in
originator s My Tasks

Originator
creates
task

Status =
Open

Information
Exchange

No

User 2
Workspace

User 1
Workspace

Activities
Actions

Originator
does nothing

Yes

Assignee opens
task and changes
status to in
progress

Originator changes
status to open

Is task
really
Completed?

Task is no
longer bold
in
assignee s
My Tasks

?

Activities
Actions

Status = In
Progress

Task no
longer
appears in
originator s
My Tasks

Activity completion =
Updating document

Originator
opens task

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Status =
Completed
Task appears as bold in
originator s My Tasks
and no longer appears in
assignee s My Tasks

Assignee changes
status to
completed

41
Virtual Classroom
KNET Anywhere
Central Messaging
IBS

Integrated
product
campaign

Risk – NGCC2.2, 2.3,
Sentinel, ECP, KICS
IID2

GO1 Migrations
In Country
Regional Migrations

eAudit2010

Admin Guide, QRC
Training

Roadmapping
Assessment tool
Roadmapping data reports

My Work

2WAY replacement
GA Portal
GA Teamsite

Toolkit Lite
Documentation??

DEV, QA, UAT for IBS
QA & PROD for
Regional instance

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

42
Print
forms

Driver Personal Info
Associated Truck info
Associated Vendor Info
Accidents info

Archive
Vendor
Info

Forms

Add New
Driver

Modify
Existing
Driver

Search for
vendors

Search for
Drivers

Add New
Vendor

Vendor

Driver

Modify
Existing
Vendor

Archive
Driver Info

Search for
Accidents

Search for
Archived
info

Driver
Files
System

Accidents
Add a new
Accident

Archives

Search for
Trucks

Truck Info
Truck Maintenance Info
Truck Insurance Info
Associated Driver info
Associated Vendor Info
Accidents info

Add New
Truck

Vendor Info
Associated Truck info
Associated Driver Info
Contract Info

Add a new
data to
archives

Summary
Reports

Truck

Reports

Warning
Reports

Archive
Truck Info

Administration

Modify
Existing
Truck

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Activity
Reports

Add new
user

Modify
user

Misc
reports

Delete
user

43
2nd Tier Support

Country Support

Escalation Options

Global Escalation Methods
Country Support Ticket

Global Remedy Ticket

Hosting

SME

Global Mailbox

?

Unknown?

Provide resolution

Knowledge
base

Vendor
Escalation
Contact
IBS
Team

Knowledge
base

SAP

COE???

Marketplace

Issue

User
Author (recording
or translating
content)

uPerform Admin
(local)

Not sure how this
2nd tier is planned –
to confirm with
Support

uPerform
SME pool

Development
24x5
Support

Ancile

uPerform Admin

Administrator

Knowledge
Base

End User
(accessing
uPerform content)

IBS Team
Knowledge
base
Known issue? –
Provide resolution

Local Country IT/Business
Support

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Functional or Process
Queries?

Contact Vendor

44
Knowledge
Base

Requ

IBS Deployment
Assistance

Prov

ide A

elp

ssi st
a n ce

Tool Kit

Deployment

e st H

De

(Documents & Guidance)

l i ve

Local
Aplications

r

GT

Development

Process
Alignment

SAP Solution
Manager

Project Team
End
User

Project
Teams

SME

BAT

SME

IBS Program Team

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Member Firm

SWAT Team
(Name TBD)
Periodically
through out
Roll-out cycle

45
Knowledge
Base

Service Bureau Cluster

Development

Application
House

Communications

Deployment

Infrastructure

Deploy Team

Steering
Committee
SME

Plan

BAT

SME

Client

Project Team

SWAT Team

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

46
Support

w
Ho

Organizational
Alignment

Training

W
he

re

Issu

es

He

lp?

Ho

Wh
e

I?

Technical
Documentation

Communications

Deployment
Assistance

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Needs

Wha
t

Do

n

w

Step by Step
Instructions

End User
Documentation

SWAT Teams
(name-TBD)

J

47
Metrics and
KPI
measurement

Central BI
Repository

Acce

GI

Entity

ds
an
SL
IB

Engagements

3

Instance 3

KPMG Portals

People

Instance 1

GI
S

3

6

Sh a r
ePoin

e
cap

Instance 2

Global
Applications

ss via

t Po r
tal

KPMG
Portals

GT

10

5

Int
erw
ove
n

Global
Infrastructure

SA
1

Me t
astr

2

P

BI

om

C
FI

1

Lo
App cal
licati
ons

RM
4

HR

2

Member Firm B C D
Acce

IB

ss via

e
cap
ds
an
SL
3

t Po r
tal

8

KPMG
Portals

9
9

GT

10

Int
erw
ove
n

Me t
astr

Sh a r
ePoin

SA

P

BI
CR

om
Lo
App cal
licati
ons

FI

M
4

HR

Member Firm A
7
1

6

Global Information Store (GIS)

Publish to GIS

7

Full blown stand-alone instance of IBS

3

KPMG Portals

8 Host other member firms

4

Global Template (GT)

9 Be a hosted country

5

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Consume GIS Data

2

Global Instance (GI)

10 Document Management

48
Acce

IB

ca
ds
an
SL

Int
er

Me t

a s tr

ss vi

a Sh

areP

oint P

ortal

pe
KPMG
Portals

GT

wo
ven

SA

P

BI
CR

om

M

FI
Lo
App cal
licat
ions

HR

Member
Firm
Publish to GIS

Consume GIS Data

GI

Central BI
Repository
Entity

Instance 3

Engagements
Instance 2

Instance 1

Global
Applications

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

KPMG Portals

GI
S

People

Global
Infrastructure
49
DIY Migrations - Cumulative Weekly Migration Progress Dashboard

77%
77%

% Migrations Completed

Data as of 07/20/2013 9AM

Project Health Indicators

Content

ICC No Shows

ICC Scheduling

Cumulative Progress Summary by State
Original Client
count

Current active
Clients

Total slated for
migration

Overall Project

Design

Cumulative Launches to date
Projects In
progress

Launched

990

1050

1122

1159

1227

1300

907
809
716

1,896

1,697

1,588

277

1,300

94%

16%

77%

of active clients

of active clients

578

655

494
412

154

211

273

332

of active clients

13

1-Mar

* 93 net new clients were added to the DIY Migration initiative.

Cumulative Progress Summary by Status

21

45

15-Mar

103

29-Mar

12-Apr

26-Apr

10-May

24-May

7-Jun

Design

Content Pending

Launch Approval
Pending

Post Launch

1,588

66

4

90

1,195

No Show 1

Process without
ICC Planned

July -13 Till date

Jun-13

313

397

Registered Pending DNS
Apr-13

55

779

19-Jul

178

May-13

0

5-Jul

Launches per Month

Total slated for
migration

Force Launch*

21-Jun

105

Mar-13

258

154

* Final Force Launch list is under review and to be assigned

DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

50
Product Health Scorecard for Global Desktop 5

Cover Page
Report as of 9/1/2010

Key Product Health Indicators

App Compatibility

Localization

Technical Deployment

Overall Product Health

Green: No issues | Yellow: Product Owner Attention Required | Red: Product Owner Action required

Key Adoption Indicators
3

2

4

5
Documentation

Communications

5:Significantly Exceeds Expectations

.

.

.

Expected User
Base for GDv5

Installed
User
Base

ASPAC
AMR

(on a scale 1 to 5)

. 1: Significantly Does Not meet Expectations

As of 9/1/2010

Product Penetration

EMA

Toolkit

Training

1

Overall Adoption Satisfaction

60423
30739

5723

# of countries adopting
GDv5 : 33 out of 128

25105
6149

4579
1559

As of 9/10/2010

Global Support Incidents
DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

Volume of Country Issues

Local tickets for August 2010

51
WHAT DO
THEY SAY
ABOUT ME?

Testimonials from LinkedIn
“Kumar is truly a pleasure to work with and has a
great many unique skills that make him
invaluable to any employer. Not only is he a
good project manager but what really sets him
apart is his process design abilities. He has a
truly amazing ability to take a verbal concept
and create high end visuals to convey very
complex ideas. He is dedicated, self driven and
a great asset to any team.”

“Kumar has a real gift and equal passion for
visual communications. He made countless
significant improvements to all manner of visual
presentations, helping to convey meaning through
images and design. He is a very hard and dedicated
worker who brings a lovely sense of
decency, competence and calm to the environment
in which he works. Kumar is a joy to work with and I
have great respect for his talents.”

Eliza Albronda, Executive Director, Global
Adoption, KPMG International

Marta Van Ranst, Director, Communications, KPMG
International

“I have had the pleasure of working with Kumar on several different
initiatives, and he has left a lasting impression as one of the most
professional, hard working, and effective communicators I have ever
worked with. He has a rare ability to capture volumes of subject
specific information and distill that information down to its key
points such that the appropriate message is conveyed in an
effective and meaningful way. This is one of the many qualities
that Kumar possesses that has made him such an asset to projects I
have worked with him on. Others include his ability to work
independently, his focus on deadlines, attention to detail and his
inquisitive nature.”
Leao Fernandes, Director, Metlife
DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM

53
www.kolaganti.com
http://www.linkedin.com/in/kkolaganti

https://twitter.com/visualoomph
http://www.facebook.com/Visualoomph

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VisualOomph design portfolio

  • 1. Test Team Log results Analyze & Categorize Assign Mitigation Team Development (Code or Document) Issue? Off Shore Enhancements Business Services (Requirements ) ITS Audit Web based Tool Assign to Appropriate teams Review Results Categories: Critical, High, Medium, Low Duplicates Infrastructure Country Testers Submit for Re-testing Fix Defect DESIGN PORTFOLIO Schedule Fix Prioritize Risk Information | Presentation | Diagram
  • 2. I am a user experience specialist, presentation and diagram designer who approaches visual thinking with insight and excitement! I am passionate about giving meaning to information & data and interpreting business strategies in to engaging visual experiences by creating visually effective and impactful compositions thru understanding design, display, and relationships of information patterns.
  • 3. ABOUT ME... Process Design and mapping Project Management Data Visualization Large Scale Deployments Information Visualization Visual Thinking
  • 4. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 4
  • 5. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 5
  • 6. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 6
  • 7. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 7
  • 8. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 8
  • 9. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 9
  • 10. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 10
  • 11. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 11
  • 12. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 12
  • 13. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 13
  • 14. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 14
  • 15. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 15
  • 16. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 16
  • 17. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 17
  • 18. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 18
  • 19. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 19
  • 20. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 20
  • 21. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 21
  • 22. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 22
  • 23. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 23
  • 24. Framework - Standard, repeatable framework for the deployment and adoption of new products Global Adoption 101 Impact Assessment Methodology DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Toolkits - Standard approach to deliver implementation guidance to member firms. 24
  • 25. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 25
  • 26. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 26
  • 27. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 27
  • 28. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 28
  • 29. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 29
  • 30. DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 30
  • 31. High Level Setup Build Site Traffic team assigns an available PC Sales/D2M Contacts Client PC Conducts ICC call the client Creates new site & migrates graphics and content Approval received? Content team updates content Client Website Launch yes Go Live Content Legend PC Traffic Content PM DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 2 31
  • 32. 1 ICC Call Go to ICC No Show No ICC Call PC reaches out to the client as per schedule Able to reach Client? Yes Conducts 30 minute ICC creative call PC to complete creative brief as much possible prior to the call PC updates creative brief during ICC PC updates status in At-Task to Design PC sends creative brief to the client PC sends creative brief to copy team PC adds creative brief and any other assets to folder PC creates new client folder in WebOps-C Drive Client receives email with login ID and password for Client Center Copy team assigns writer PC Signs-up client for Client Center Legend PC Traffic Content DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM PM 32
  • 33. Usage Metrics Operational Metrics Change Management Product Delivery Product/Service portfolio Implementation Niche or vertical Years in business Size of client base Business Model Sales Volume Client References Channels of distribution On-site support 24x7 support avail. Patents Support Vendor SLA's Strategic partners Technology partners Partnerships Marketing partners Funding or VC Education/University partnerships Product Assessment Years product/ service has been on market Specific Industry Product Maturity Disaster recovery approach Backup and restore Business Continuity Planning (for online Competition products Industry reviews (Forrester, Gartner etc.) services) SLAs Operational Product or Service Service Delivery Fee Structure and Licensing Pricing basis (transaction, users, etc.) Cost for premium support Assessment Methodology Product Roadmap Technical Feature Evaluation Collaborate Evaluate Document Deliver DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 33
  • 34. uPerfrom® Implementation Roadmap Tab Screen Linking Portals Individual website per instance/country/ region? Bandwidth optimization is not built into the uPerform application or the content Custom Transaction Considerations Website per language? eLearning content is not cached Screen Sensitive Help User Provisioning linking by SAP Transaction code uPerform doesn t have the ability to cluster the DB or Search servers Copy content Administration incremental content copy? Linking SAP GUI Content Copy Configure for multiple countries in one instance? QA republish after copy? Technical Design Golden copy for system Staging Production Configure for multiple countries in one instance Folder Structure Translated Content? Local Content? multiple languages? SMTP settings? Utilize workflow and/or collaboration with a N-Region implementation plan? Architecture? uPerform Implementation Website Context 3 uP instances one per each system instance? Workflow setting? Per instance One big beefed up system to support all system instances? Per instance? How many uPerform instances? First time import Authored content stored where? Glossary Author's access? (test id or user name) Translation? (occurs where?) Glossary Management Certified installer uPerform Client Client Installer? Client Installer delivery to authors workstations Methodology Authoring User ID Operations uPerform authoring is linked to an user ID and it won t recognize the IE Sessions if we logged in the system application with a different login ID Content Management User Management VM Desktop VMs for authoring Publishing Provision authoring VM or clients for all countries? Authors should be able to publish content by selecting a specific output from a single template uPerform Authoring do not work in Windows 2003/Windows 2008 Virtual Machines or Terminal Servers ANCILE uPerform , ANCILE uBenchmark , ANCILE Info Pak , and ANCILE uLearn are trademarks of ANCILE Solutions DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 34
  • 35. MacOS – PoC Overview Prepare PoC Deliver PoC communications Identify PoC Participants (Criteria TBD) Create Documentation Close Out Deliver close-out Communication (with a survey feedback form) Deliver Tools and Technology Participants agree to terms and conditions Users have access to Mac, GDv5 etc. Deliver pre-PoC communications User submits PoC feedback Define support process Create PoC Feedback Summary Report User contacts Support in Case of any issues Conduct Training (if needed) For IT and End Users End July 2011 or May 2011 Mid July 2011 Early Aug 2011 DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM PoC Complete IT folks to attend Monthly focus group Con calls Sept 2011 Oct 2011 35
  • 36. AD uPerform Administrator uPerform Console IBS Program A D A D uPerform Administr uPerform Console ator uPerform Administr uPerform Console ator Instance 1 DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Instance 2 36
  • 37. Global Master Data Local Master Data Local Master Data People Local People Local People Entity GE-001 Local Entity Engagement Local Entity GE#479 GE #123 Local Reporting Local Transactional Data Local Transactional Data Global Reporting Local Reporting Local Engagement Local Engagement Aggregated Data Global System Member Firm 1 Local system based on Global template DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Member Firm 2 Local system based on Global template 37
  • 38. Test Team Log results Analyze & Categorize Assign Mitigation Team Development (Code or Document) Issue? Off Shore Enhancements Business Services (Requirements ) ITS Audit Web based Tool Assign to Appropriate teams Review Results Categories: Critical, High, Medium, Low Duplicates Infrastructure Country Testers Submit for Re-testing Fix Defect DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Schedule Fix Prioritize Risk 38
  • 39. n ptio Ado al Glob Training Needs Assessment Instructional Design Training Delivery Training Development Training Services Member Firm Impact Analysis Feedback for Continuous improvement Technical Writing Execute adoption programs in regions Toolkit Development Regional Campaign Planning EMA ASPAC Deployment Strategy Change Management Member Firm Roadmapping Service AMR Provide adoption support Regional Adoption Adoption Services Adoption Lead reaches back into the teams to leverage diverse skill sets for the adoption project Resources Skills Deliverables Adoption Lead DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Project Team 39
  • 40. Collect 1 User Activates Vector 2007 application 2 Vector 2007 writes usage data to an XML file XML file Vector 2007 3 Process ADR agent parses XML data and sends data to the ADR server (on connect to KPMG Network or VPN) XML file . 4 ADR Server Store ADR – Vector Usage Table The XML data is processed by the server and placed in the central database. Report 5 ITS Global produce RAW data reports (beginning July 2007) ADR Reports DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM ITS Audit Deployment services generate Vector 2007 Usage Metrics 40
  • 41. Originator Assignee Task appears as bold in assignee s My Tasks and does not appear in originator s My Tasks Originator creates task Status = Open Information Exchange No User 2 Workspace User 1 Workspace Activities Actions Originator does nothing Yes Assignee opens task and changes status to in progress Originator changes status to open Is task really Completed? Task is no longer bold in assignee s My Tasks ? Activities Actions Status = In Progress Task no longer appears in originator s My Tasks Activity completion = Updating document Originator opens task DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Status = Completed Task appears as bold in originator s My Tasks and no longer appears in assignee s My Tasks Assignee changes status to completed 41
  • 42. Virtual Classroom KNET Anywhere Central Messaging IBS Integrated product campaign Risk – NGCC2.2, 2.3, Sentinel, ECP, KICS IID2 GO1 Migrations In Country Regional Migrations eAudit2010 Admin Guide, QRC Training Roadmapping Assessment tool Roadmapping data reports My Work 2WAY replacement GA Portal GA Teamsite Toolkit Lite Documentation?? DEV, QA, UAT for IBS QA & PROD for Regional instance DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 42
  • 43. Print forms Driver Personal Info Associated Truck info Associated Vendor Info Accidents info Archive Vendor Info Forms Add New Driver Modify Existing Driver Search for vendors Search for Drivers Add New Vendor Vendor Driver Modify Existing Vendor Archive Driver Info Search for Accidents Search for Archived info Driver Files System Accidents Add a new Accident Archives Search for Trucks Truck Info Truck Maintenance Info Truck Insurance Info Associated Driver info Associated Vendor Info Accidents info Add New Truck Vendor Info Associated Truck info Associated Driver Info Contract Info Add a new data to archives Summary Reports Truck Reports Warning Reports Archive Truck Info Administration Modify Existing Truck DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Activity Reports Add new user Modify user Misc reports Delete user 43
  • 44. 2nd Tier Support Country Support Escalation Options Global Escalation Methods Country Support Ticket Global Remedy Ticket Hosting SME Global Mailbox ? Unknown? Provide resolution Knowledge base Vendor Escalation Contact IBS Team Knowledge base SAP COE??? Marketplace Issue User Author (recording or translating content) uPerform Admin (local) Not sure how this 2nd tier is planned – to confirm with Support uPerform SME pool Development 24x5 Support Ancile uPerform Admin Administrator Knowledge Base End User (accessing uPerform content) IBS Team Knowledge base Known issue? – Provide resolution Local Country IT/Business Support DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Functional or Process Queries? Contact Vendor 44
  • 45. Knowledge Base Requ IBS Deployment Assistance Prov ide A elp ssi st a n ce Tool Kit Deployment e st H De (Documents & Guidance) l i ve Local Aplications r GT Development Process Alignment SAP Solution Manager Project Team End User Project Teams SME BAT SME IBS Program Team DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Member Firm SWAT Team (Name TBD) Periodically through out Roll-out cycle 45
  • 46. Knowledge Base Service Bureau Cluster Development Application House Communications Deployment Infrastructure Deploy Team Steering Committee SME Plan BAT SME Client Project Team SWAT Team DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 46
  • 47. Support w Ho Organizational Alignment Training W he re Issu es He lp? Ho Wh e I? Technical Documentation Communications Deployment Assistance DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Needs Wha t Do n w Step by Step Instructions End User Documentation SWAT Teams (name-TBD) J 47
  • 48. Metrics and KPI measurement Central BI Repository Acce GI Entity ds an SL IB Engagements 3 Instance 3 KPMG Portals People Instance 1 GI S 3 6 Sh a r ePoin e cap Instance 2 Global Applications ss via t Po r tal KPMG Portals GT 10 5 Int erw ove n Global Infrastructure SA 1 Me t astr 2 P BI om C FI 1 Lo App cal licati ons RM 4 HR 2 Member Firm B C D Acce IB ss via e cap ds an SL 3 t Po r tal 8 KPMG Portals 9 9 GT 10 Int erw ove n Me t astr Sh a r ePoin SA P BI CR om Lo App cal licati ons FI M 4 HR Member Firm A 7 1 6 Global Information Store (GIS) Publish to GIS 7 Full blown stand-alone instance of IBS 3 KPMG Portals 8 Host other member firms 4 Global Template (GT) 9 Be a hosted country 5 DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Consume GIS Data 2 Global Instance (GI) 10 Document Management 48
  • 49. Acce IB ca ds an SL Int er Me t a s tr ss vi a Sh areP oint P ortal pe KPMG Portals GT wo ven SA P BI CR om M FI Lo App cal licat ions HR Member Firm Publish to GIS Consume GIS Data GI Central BI Repository Entity Instance 3 Engagements Instance 2 Instance 1 Global Applications DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM KPMG Portals GI S People Global Infrastructure 49
  • 50. DIY Migrations - Cumulative Weekly Migration Progress Dashboard 77% 77% % Migrations Completed Data as of 07/20/2013 9AM Project Health Indicators Content ICC No Shows ICC Scheduling Cumulative Progress Summary by State Original Client count Current active Clients Total slated for migration Overall Project Design Cumulative Launches to date Projects In progress Launched 990 1050 1122 1159 1227 1300 907 809 716 1,896 1,697 1,588 277 1,300 94% 16% 77% of active clients of active clients 578 655 494 412 154 211 273 332 of active clients 13 1-Mar * 93 net new clients were added to the DIY Migration initiative. Cumulative Progress Summary by Status 21 45 15-Mar 103 29-Mar 12-Apr 26-Apr 10-May 24-May 7-Jun Design Content Pending Launch Approval Pending Post Launch 1,588 66 4 90 1,195 No Show 1 Process without ICC Planned July -13 Till date Jun-13 313 397 Registered Pending DNS Apr-13 55 779 19-Jul 178 May-13 0 5-Jul Launches per Month Total slated for migration Force Launch* 21-Jun 105 Mar-13 258 154 * Final Force Launch list is under review and to be assigned DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 50
  • 51. Product Health Scorecard for Global Desktop 5 Cover Page Report as of 9/1/2010 Key Product Health Indicators App Compatibility Localization Technical Deployment Overall Product Health Green: No issues | Yellow: Product Owner Attention Required | Red: Product Owner Action required Key Adoption Indicators 3 2 4 5 Documentation Communications 5:Significantly Exceeds Expectations . . . Expected User Base for GDv5 Installed User Base ASPAC AMR (on a scale 1 to 5) . 1: Significantly Does Not meet Expectations As of 9/1/2010 Product Penetration EMA Toolkit Training 1 Overall Adoption Satisfaction 60423 30739 5723 # of countries adopting GDv5 : 33 out of 128 25105 6149 4579 1559 As of 9/10/2010 Global Support Incidents DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM Volume of Country Issues Local tickets for August 2010 51
  • 52. WHAT DO THEY SAY ABOUT ME? Testimonials from LinkedIn
  • 53. “Kumar is truly a pleasure to work with and has a great many unique skills that make him invaluable to any employer. Not only is he a good project manager but what really sets him apart is his process design abilities. He has a truly amazing ability to take a verbal concept and create high end visuals to convey very complex ideas. He is dedicated, self driven and a great asset to any team.” “Kumar has a real gift and equal passion for visual communications. He made countless significant improvements to all manner of visual presentations, helping to convey meaning through images and design. He is a very hard and dedicated worker who brings a lovely sense of decency, competence and calm to the environment in which he works. Kumar is a joy to work with and I have great respect for his talents.” Eliza Albronda, Executive Director, Global Adoption, KPMG International Marta Van Ranst, Director, Communications, KPMG International “I have had the pleasure of working with Kumar on several different initiatives, and he has left a lasting impression as one of the most professional, hard working, and effective communicators I have ever worked with. He has a rare ability to capture volumes of subject specific information and distill that information down to its key points such that the appropriate message is conveyed in an effective and meaningful way. This is one of the many qualities that Kumar possesses that has made him such an asset to projects I have worked with him on. Others include his ability to work independently, his focus on deadlines, attention to detail and his inquisitive nature.” Leao Fernandes, Director, Metlife DESIGN PORTFOLIO - INFORMATION | PRESENTATION | DIAGRAM 53